Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Sandisk Corp.Stock | Stock | $12.8M | 6.4% |
| Western Digital Corp.Stock | Stock | $9.37M | 4.7% |
| Seagate Technology Holdings Pub Ltd CO Ordinary SharesStock | Stock | $9.17M | 4.6% |
| Micron Technology Inc.Stock | Stock | $8.74M | 4.3% |
| Ciena Corp.Stock | Stock | $8.34M | 4.1% |
| Lumentum Holdings Inc. Inc.Stock | Stock | $8.02M | 4.0% |
| Bloom Energy Corp. Class AStock | Stock | $6.22M | 3.1% |
| Corning Inc.Stock | Stock | $5.4M | 2.7% |
| Lam Resh Corp. NewStock | Stock | $5.33M | 2.6% |
| Digitalocean Holdings Inc.Stock | Stock | $5.1M | 2.5% |
| Teradyne IncorporatedStock | Stock | $4.76M | 2.4% |
| Mastec Inc.Stock | Stock | $4.61M | 2.3% |
| GE Vernova LLCStock | Stock | $4.58M | 2.3% |
| Coherent Corp.Stock | Stock | $4.2M | 2.1% |
| Caterpillar Inc.Stock | Stock | $4.05M | 2.0% |
| Vertiv Holdings LLC CL AStock | Stock | $3.74M | 1.9% |
| Solaredge Technologies Inc.Stock | Stock | $3.72M | 1.8% |
| Howmet Aerospace Inc.Stock | Stock | $3.68M | 1.8% |
| 10x Genomics Inc. CL AStock | Stock | $3.64M | 1.8% |
| Legence Corp. CL AStock | Stock | $3.52M | 1.7% |
| Applied Materials Inc.Stock | Stock | $3.41M | 1.7% |
| Nvent Electric PLCStock | Stock | $3.4M | 1.7% |
| Advanced Micro Devices Inc.Stock | Stock | $3.22M | 1.6% |
| Nextpower Inc. CL AStock | Stock | $3.09M | 1.5% |
| Cummins Inc.Stock | Stock | $3.05M | 1.5% |
| Tapestry Inc.Stock | Stock | $3.03M | 1.5% |
| Technipfmc PLCStock | Stock | $2.97M | 1.5% |
| Mks Inc.Stock | Stock | $2.47M | 1.2% |
| Citigroup Inc. NewStock | Stock | $2.39M | 1.2% |
| Caseys Genl Stores Inc.Stock | Stock | $2.29M | 1.1% |
| Eli Lilly & COStock | Stock | $2.29M | 1.1% |
| Onto Innovation Inc.Stock | Stock | $2.2M | 1.1% |
| Ati Inc.Stock | Stock | $2.18M | 1.1% |
| Timken CompanyStock | Stock | $2.05M | 1.0% |
| Hut 8 Corp.Stock | Stock | $2.04M | 1.0% |
| Guardant Health Inc.Stock | Stock | $1.96M | 1.0% |
| Toronto Dominion BK NewStock | Stock | $1.92M | 1.0% |
| Macom Technology Solutions Holdings Inc.Stock | Stock | $1.9M | 0.9% |
| Dycom Industries Inc.Stock | Stock | $1.88M | 0.9% |
| Bank New York Mellon Corp.Stock | Stock | $1.84M | 0.9% |
| DT Midstream Inc.Stock | Stock | $1.84M | 0.9% |
| CredicorpStock | Stock | $1.76M | 0.9% |
| Palo Alto NetworksStock | Stock | $1.59M | 0.8% |
| Rbc Bearings Inc.Stock | Stock | $1.54M | 0.8% |
| Steel Dynamics Inc.Stock | Stock | $1.53M | 0.8% |
| Ross Stores Inc. (calif)Stock | Stock | $1.51M | 0.7% |
| Wesco International Inc.Stock | Stock | $1.51M | 0.7% |
| Quanta Svcs Inc.Stock | Stock | $1.49M | 0.7% |
| Johnson & JohnsonStock | Stock | $1.3M | 0.6% |
| Viking Holdings Ltd OrdStock | Stock | $1.26M | 0.6% |
Sandisk Corp.Stock$12.8M
- Class
- Stock
- Share
- 6.4%
Western Digital Corp.Stock$9.37M
- Class
- Stock
- Share
- 4.7%
Seagate Technology Holdings Pub Ltd CO Ordinary SharesStock$9.17M
- Class
- Stock
- Share
- 4.6%
Micron Technology Inc.Stock$8.74M
- Class
- Stock
- Share
- 4.3%
Ciena Corp.Stock$8.34M
- Class
- Stock
- Share
- 4.1%
Lumentum Holdings Inc. Inc.Stock$8.02M
- Class
- Stock
- Share
- 4.0%
Bloom Energy Corp. Class AStock$6.22M
- Class
- Stock
- Share
- 3.1%
Corning Inc.Stock$5.4M
- Class
- Stock
- Share
- 2.7%
Lam Resh Corp. NewStock$5.33M
- Class
- Stock
- Share
- 2.6%
Digitalocean Holdings Inc.Stock$5.1M
- Class
- Stock
- Share
- 2.5%
Teradyne IncorporatedStock$4.76M
- Class
- Stock
- Share
- 2.4%
Mastec Inc.Stock$4.61M
- Class
- Stock
- Share
- 2.3%
GE Vernova LLCStock$4.58M
- Class
- Stock
- Share
- 2.3%
Coherent Corp.Stock$4.2M
- Class
- Stock
- Share
- 2.1%
Caterpillar Inc.Stock$4.05M
- Class
- Stock
- Share
- 2.0%
Vertiv Holdings LLC CL AStock$3.74M
- Class
- Stock
- Share
- 1.9%
Solaredge Technologies Inc.Stock$3.72M
- Class
- Stock
- Share
- 1.8%
Howmet Aerospace Inc.Stock$3.68M
- Class
- Stock
- Share
- 1.8%
10x Genomics Inc. CL AStock$3.64M
- Class
- Stock
- Share
- 1.8%
Legence Corp. CL AStock$3.52M
- Class
- Stock
- Share
- 1.7%
Applied Materials Inc.Stock$3.41M
- Class
- Stock
- Share
- 1.7%
Nvent Electric PLCStock$3.4M
- Class
- Stock
- Share
- 1.7%
Advanced Micro Devices Inc.Stock$3.22M
- Class
- Stock
- Share
- 1.6%
Nextpower Inc. CL AStock$3.09M
- Class
- Stock
- Share
- 1.5%
Cummins Inc.Stock$3.05M
- Class
- Stock
- Share
- 1.5%
Tapestry Inc.Stock$3.03M
- Class
- Stock
- Share
- 1.5%
Technipfmc PLCStock$2.97M
- Class
- Stock
- Share
- 1.5%
Mks Inc.Stock$2.47M
- Class
- Stock
- Share
- 1.2%
Citigroup Inc. NewStock$2.39M
- Class
- Stock
- Share
- 1.2%
Caseys Genl Stores Inc.Stock$2.29M
- Class
- Stock
- Share
- 1.1%
Eli Lilly & COStock$2.29M
- Class
- Stock
- Share
- 1.1%
Onto Innovation Inc.Stock$2.2M
- Class
- Stock
- Share
- 1.1%
Ati Inc.Stock$2.18M
- Class
- Stock
- Share
- 1.1%
Timken CompanyStock$2.05M
- Class
- Stock
- Share
- 1.0%
Hut 8 Corp.Stock$2.04M
- Class
- Stock
- Share
- 1.0%
Guardant Health Inc.Stock$1.96M
- Class
- Stock
- Share
- 1.0%
Toronto Dominion BK NewStock$1.92M
- Class
- Stock
- Share
- 1.0%
Macom Technology Solutions Holdings Inc.Stock$1.9M
- Class
- Stock
- Share
- 0.9%
Dycom Industries Inc.Stock$1.88M
- Class
- Stock
- Share
- 0.9%
Bank New York Mellon Corp.Stock$1.84M
- Class
- Stock
- Share
- 0.9%
DT Midstream Inc.Stock$1.84M
- Class
- Stock
- Share
- 0.9%
CredicorpStock$1.76M
- Class
- Stock
- Share
- 0.9%
Palo Alto NetworksStock$1.59M
- Class
- Stock
- Share
- 0.8%
Rbc Bearings Inc.Stock$1.54M
- Class
- Stock
- Share
- 0.8%
Steel Dynamics Inc.Stock$1.53M
- Class
- Stock
- Share
- 0.8%
Ross Stores Inc. (calif)Stock$1.51M
- Class
- Stock
- Share
- 0.7%
Wesco International Inc.Stock$1.51M
- Class
- Stock
- Share
- 0.7%
Quanta Svcs Inc.Stock$1.49M
- Class
- Stock
- Share
- 0.7%
Johnson & JohnsonStock$1.3M
- Class
- Stock
- Share
- 0.6%
Viking Holdings Ltd OrdStock$1.26M
- Class
- Stock
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 75 positions by value, with holdings of the same security combined. The 75 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2011965
- File number
- 028-23770
- Options
- 0 call, 0 put
- In the 25 largest
- 67.1%
- Prior quarter
- $133M at 31 March 2026
- Positions opened
- 25
- Positions closed
- 31
Common questions
What are Williamson Legacy Group’s 13F holdings worth?
$201 million across 75 positions for the quarter ended 30 June 2026.
What is Williamson Legacy Group’s largest 13F holding?
SANDISK CORP (Stock) was the largest position at $12.8 million, or 6.4% of reported 13F value, as of 30 June 2026.
How concentrated is Williamson Legacy Group’s 13F portfolio?
The ten largest positions accounted for 39.0% of reported value and the twenty-five largest for 67.1%, across 75 positions as of 30 June 2026.
Does Form 13F show everything Williamson Legacy Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Williamson Legacy Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.